| IiShares安硕信托ITOT |
| 21.31% | 21.13% | $3,222.3万 | 19.6万股 | $2,878.1万 | 20.2万股 | -5,912股-2.93% | 减仓 |
| S嘉信策略信托SCHD |
| 15.99% | 17.04% | $2,417.0万 | 76.2万股 | $2,321.4万 | 75.7万股 | +5,554股+0.73% | 加仓 |
| IiShares安硕信托IVW |
| 15.9% | 15.8% | $2,404.2万 | 17.5万股 | $2,151.7万 | 19.0万股 | -1.5万股-8.10% | 减仓 |
| IiShares安硕信托ICSH |
| 5.83% | 4.82% | $881.0万 | 17.4万股 | $656.7万 | 13.0万股 | +4.4万股+34.25% | 加仓 |
| IiShares安硕信托STIP |
| 5.32% | 5.83% | $804.3万 | 7.9万股 | $794.6万 | 7.7万股 | +1,902股+2.48% | 加仓 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 4.59% | 4.53% | $693.6万 | 12.3万股 | $616.4万 | 11.7万股 | +5,383股+4.59% | 加仓 |
| IiShares安硕信托IDEV |
| 3.86% | 3.86% | $583.5万 | 6.6万股 | $526.3万 | 6.3万股 | +2,583股+4.10% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 3.45% | 3.45% | $522.3万 | 5.1万股 | $469.9万 | 6.0万股 | -8,681股-14.53% | 减仓 |
| IiShares安硕·COREIJR |
| 3.19% | 3.01% | $482.2万 | 3.3万股 | $410.7万 | 3.3万股 | -519股-1.57% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 2.57% | 3.05% | $389.1万 | 7.7万股 | $415.8万 | 8.2万股 | -5,219股-6.35% | 减仓 |
| V先锋领航指数基金VOT |
| 1.22% | 1.14% | $185.0万 | 6,040股 | $155.9万 | 6,058股 | -18股-0.30% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.13% | 1.17% | $170.5万 | 8,628股 | $159.0万 | 8,628股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 1.04% | 1.07% | $157.4万 | 6,931股 | $146.3万 | 6,931股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.85% | 0.85% | $128.7万 | 5,295股 | $116.1万 | 5,344股 | -49股-0.92% | 减仓 |
| S道富SPYM |
| 0.61% | 0.59% | $91.9万 | 1.0万股 | $80.0万 | 1.0万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.6% | 0.38% | $91.4万 | 9,479股 | $52.3万 | 5,894股 | +3,585股+60.82% | 加仓 |
 英伟达NVDA |
| 0.57% | 0.54% | $86.9万 | 4,345股 | $73.2万 | 4,200股 | +145股+3.45% | 加仓 |
 美光科技MU |
| 0.54% | 0.18% | $81.8万 | 709股 | $23.9万 | 709股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.54% | 0.52% | $81.2万 | 1,085股 | $70.8万 | 1,085股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.52% | 0.63% | $78.4万 | 6,922股 | $85.6万 | 6,885股 | +37股+0.54% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.5% | 0.49% | $74.9万 | 1.1万股 | $67.3万 | 1.1万股 | 00.00% | 持仓不变 |
| FFIRST EAGLE GLOBAL EQUITY ETFFEGE |
| 0.42% | 0.29% | $62.9万 | 1.3万股 | $39.0万 | 8,307股 | +4,552股+54.80% | 加仓 |
 强生JNJ |
| 0.31% | 0.33% | $46.9万 | 1,847股 | $45.5万 | 1,861股 | -14股-0.75% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.3% | 0.3% | $45.5万 | 9,031股 | $41.2万 | 9,031股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.3% | 0.31% | $45.1万 | 1,279股 | $42.1万 | 1,279股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.26% | 0.26% | $38.6万 | 6,461股 | $34.9万 | 6,461股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.25% | 0.32% | $38.5万 | 1,424股 | $43.9万 | 1,414股 | +10股+0.71% | 加仓 |
| S嘉信策略信托SCHE |
| 0.24% | 0.24% | $36.5万 | 1.0万股 | $33.2万 | 1.0万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.22% | 0.19% | $33.0万 | 448股 | $25.9万 | 448股 | 00.00% | 持仓不变 |
 联合包裹UPSUPS |
| 0.22% | 0.22% | $32.9万 | 3,061股 | $29.6万 | 3,009股 | +52股+1.73% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.22% | 0.21% | $32.5万 | 9,617股 | $28.0万 | 9,617股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.21% | 0.27% | $32.0万 | 2,366股 | $36.6万 | 2,356股 | +10股+0.42% | 加仓 |
 宝洁PG |
| 0.21% | 0.23% | $31.6万 | 2,158股 | $31.2万 | 2,158股 | 00.00% | 持仓不变 |
 南方电力SO |
| 0.21% | 0.23% | $31.3万 | 3,274股 | $31.6万 | 3,274股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.2% | 0.18% | $30.3万 | 803股 | $23.8万 | 771股 | +32股+4.15% | 加仓 |
| N新纪元能源NEE |
| 0.19% | 0.23% | $28.9万 | 3,293股 | $31.2万 | 3,360股 | -67股-1.99% | 减仓 |
 XCEL ENERGY COMXEL |
| 0.15% | 0.17% | $23.1万 | 2,879股 | $22.9万 | 2,879股 | 00.00% | 持仓不变 |
 ONEOKOKE |
| 0.14% | 0.19% | $20.9万 | 2,400股 | $26.3万 | 2,915股 | -515股-17.67% | 减仓 |
 3M COMMMM |
| 0.13% | 0.13% | $20.3万 | 1,255股 | $18.2万 | 1,255股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.13% | 0.13% | $20.3万 | 701股 | $18.2万 | 717股 | -16股-2.23% | 减仓 |
 微软MSFT |
| 0.13% | 0.15% | $19.2万 | 514股 | $20.8万 | 563股 | -49股-8.70% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.13% | 0.13% | $19.0万 | 380股 | $18.2万 | 380股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.12% | 0.12% | $18.8万 | 448股 | $16.7万 | 448股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 0.12% | 0.12% | $18.7万 | 554股 | $16.4万 | 543股 | +11股+2.03% | 加仓 |
| S嘉信·USSCHA |
| 0.12% | 0.11% | $18.0万 | 4,982股 | $14.5万 | 4,982股 | 00.00% | 持仓不变 |
 美国合众银行USB |
| 0.12% | 0.11% | $17.6万 | 2,906股 | $15.1万 | 2,906股 | 00.00% | 持仓不变 |
 道明尼能源D |
| 0.11% | 0.11% | $17.1万 | 2,500股 | $15.5万 | 2,500股 | 00.00% | 持仓不变 |
| S道富SPSM |
| 0.11% | 0.1% | $16.9万 | 2,938股 | $14.2万 | 2,938股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.11% | 0.11% | $16.5万 | 1,500股 | $14.6万 | 1,500股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.11% | 0.04% | $16.4万 | 1,172股 | $4.9万 | 1,102股 | +70股+6.35% | 加仓 |
